Latest Institutional Transactions on United Parcel Service Inc (UPS)
This table provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.43K- 41.22% |
$175K - $197K
|
2.04K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
2K+ 8.45% |
$245K - $277K
|
25.7K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.56K- 3.63% |
$191K - $216K
|
41.4K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.36K- 3.52% |
$780K - $879K
|
174K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-60- 6.25% |
$7.36K - $8.3K
|
900
$119K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-215- 4.69% |
$26.4K - $29.7K
|
4.37K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
$981 - $1.11K
|
9.48K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-312- 0.78% |
$38.3K - $43.2K
|
39.7K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-570- 5.15% |
$69.9K - $78.9K
|
10.5K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-563- 21.79% |
$69.1K - $77.9K
|
2.02K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-50.6K- 69.9% |
$6.21M - $7M
|
21.8K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.63KNew |
$322K - $363K
|
2.63K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-312- 11.3% |
$38.3K - $43.2K
|
2.45K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-621- 2.34% |
$76.2K - $85.9K
|
25.9K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-303- 4.52% |
$37.2K - $41.9K
|
6.4K
$848K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-6- 0.56% |
$736 - $830
|
1.07K
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-615- 16.94% |
$75.4K - $85.1K
|
3.02K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-769- 42.6% |
$94.3K - $106K
|
1.04K
$137K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.26% |
$7.97K - $8.99K
|
5.08K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
6.64K+ 7.5% |
$814K - $918K
|
95.1K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.8K- 4.53% |
$3.17M - $3.57M
|
545K
$72.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.01K- 6.92% |
$614K - $693K
|
67.4K
$8.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 38.32% |
$7.85K - $8.85K
|
103
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-47.7K- 3.97% |
$5.84M - $6.59M
|
1.15M
$153M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.12K- 30.94% |
$137K - $155K
|
2.5K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.11K- 1.84% |
$137K - $154K
|
59.3K
$7.86M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.15K+ 128.11% |
$141K - $160K
|
2.05K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-158- 5.66% |
$19.4K - $21.9K
|
2.63K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.59K+ 29.76% |
$1.05M - $1.19M
|
37.5K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-57- 0.79% |
$6.99K - $7.89K
|
7.16K
$949K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 39.55% |
$154K - $174K
|
1.92K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 56.14% |
$432K - $487K
|
9.79K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-214- 9.1% |
$26.2K - $29.6K
|
2.14K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-830- 34.06% |
$102K - $115K
|
1.61K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-199- 9.69% |
$24.4K - $27.5K
|
1.85K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
200+ 0.22% |
$24.5K - $27.7K
|
90.7K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.72K+ 63.8% |
$579K - $653K
|
12.1K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
852+ 9.3% |
$104K - $118K
|
10K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.3K+ 18.18% |
$650K - $733K
|
34.4K
$4.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-55- 1.39% |
$6.75K - $7.61K
|
3.9K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
38+ 2.24% |
$4.66K - $5.26K
|
1.74K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.75K+ 4.75% |
$583K - $658K
|
105K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
131+ 5.96% |
$16.1K - $18.1K
|
2.33K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.83KNew |
$592K - $668K
|
4.83K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.62K- 16.56% |
$199K - $224K
|
8.16K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-70- 2.42% |
$8.59K - $9.68K
|
2.82K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.33% |
$1.84K - $2.08K
|
4.59K
$608K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-998- 29.99% |
$122K - $138K
|
2.33K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-213- 2.04% |
$26.1K - $29.5K
|
10.2K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
7.37K+ 34.22% |
$904K - $1.02M
|
28.9K
$3.83M
|